Sales Team
Drive sales and optimize sales team performance without compromising patient
privacy using medical sales tools designed for experienced and inexperienced
sales teams.
Opportunity Management
Manage each sales cycle phase quickly and easily with custom workflows, segmented contact lists, and opportunity boards. In addition, influx’s one-page patient record and customizable summaries keep everyone in the loop about each patient.
Sales Library
Help inexperienced sales team members get up to speed with your process quickly
and efficiently with a context-specific sales plan. Customize pre-built texts
and emails from our library to standardize responses and maintain efficiency.
Secure Messaging Anywhere
Invite clients to engage with your practice using Influx's HIPAA-compliant email,
texting, and chat. Use the influx mobile app to respond to real-time
opportunities in a secure environment.
Custom Macros
Create personalized reusable notes, emails, and text responses with Influx's
inline macro generator. Save time and standardize responses practice-wide to
create the right impression with opportunities every time.
Meeting Calendar
Eliminate the back-and-forth emails and texts, trying to establish a time to meet
with clients. Use auto-scheduling to keep your calendar full and optimize
productivity.
Reminders
Set reminders for important tasks and stay on top of your workflow with push
notifications. Send notifications and reminders to your clients to increase
attendance at scheduled meetings. You'll get fewer no-shows and maintain your
productivity.
Practice Administrators
Monitor all aspects of sales-team performance in real time. Quickly identify team or journey issues before they affect revenue, with custom triggers and alerts.
Custom Workflows and Journeys
Let Influx guide your clients through each part of their intake journey with automation and opportunities for engagement through any channel.
With Influx's drag-and-drop journey builder, you create an ideal journey for each lead persona according to your practice requirements.
Call Tracking
(requires InfluxMD number). Integrate your telephone system with Influx to make and automatically log calls without leaving the InfluxMD interface. Get in-depth campaign metrics on phone calls to provide a complete picture of Campaign performance.
Sales Reports and Analytics
Get complete visibility into your process and agent productivity using sales analytics. Optimize your agent's performance by identifying and eliminating bottlenecks and leaks in your funnel.
Email Templates
Create professionally crafted emails effortlessly with a template from our resource library. Leverage pre-written sales content to send high-performing emails and texts to win opportunities.
Agent Performance Metrics
Dig deep into campaign and agent performances to uncover opportunities for improvement. Combine Influx's sales analytics with external data sources to generate individual earning reports and commissions.
EMR Integration
Leverage a custom interface to your EMR and eliminate double entries for your team. Maximize efficiency by sharing appointment and financial data with Influx to manage conversion and progress automatically.
